IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Hefty Wealth Partners

Q2 2016 Holdings

Filed 2016-07-11 | 210 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Teva Pharmaceutical(TEVA)ADR881624209$71490.0%
Bank of America Corp(BAC)COM060505104$75290.0%
Spectra Energy CorpCOM847560109$71950.0%
Home Depot Inc(HD)COM437076102$7550.0%
Crown Castle Intl Corp(CCI)REIT22822V101$7720.0%
Philip Morris International(PM)COM718172109$8840.0%
Restaurant Brands Intern(QSR)COM76131D103$82160.0%
Wendy's Co(WEN)COM95058W100$88500.0%
Texas Instruments Inc(TXN)COM882508104$91460.0%
Shire PLCADR82481R106$9530.0%
Cinemark Holdings Inc(CNK)COM17243V102$92660.0%
Pool Corp(POOL)COM73278L105$91030.0%
Meredith CorpCOM589433101$91840.0%
Kinder Morgan Inc(KMI)COM49456B101$94950.0%
Automatic Data Processing(ADP)COM053015103$101190.0%
PNC Financial Services Group(PNC)COM693475105$101240.0%
Pepsico Inc(PEP)COM713448108$10960.0%
Verizon Communications Inc(VZ)COM92343V104$101800.0%
AT&T Inc(T)COM00206R102$112550.0%
Omega Healthcare Investors(OHI)REIT681936100$113360.0%
Xcel Energy Inc(XEL)COM98389B100$112530.0%
Axis Capital Holdings LTD(AXS)COMG0692U109$112150.0%
Procter & Gamble Co(PG)COM742718109$121520.0%
Apple Inc(AAPL)COM037833100$121300.0%
UGI Corp(UGI)COM902681105$133070.0%
PPG Industries Inc(PPG)COM693506107$141380.0%
Walgreens Boots Alliance Inc(WBA)COM931427108$151850.0%
TJX Companies Inc(TJX)COM872540109$152000.0%
Tier REIT IncREIT88650V208$171,1340.0%
Westar Energy IncCOM95709T100$173130.0%
Merck & Co. Inc.(MRK)COM58933Y105$203580.0%
Johnson & Johnson(JNJ)COM478160104$201700.0%
Pinnacle West Capital(PNW)COM723484101$202500.0%
Broadridge Financial Solutio(BR)COM11133T103$203200.0%
Exxon Mobil Corp(XOM)COM30231G102$222450.0%
Enterprise Products Partners(EPD)MLP293792107$269050.0%
Western Union Co(WU)COM959802109$271,4430.0%
Dominion Resources Inc(D)COM25746U109$273530.0%
Target Corp(TGT)COM87612E106$274010.0%
Anthem Inc(ELV)COM036752103$272100.0%
Intel Corp(INTC)COM458140100$391,2190.0%
DR Pepper Snapple Group IncCOM26138E109$394130.0%
JPMorgan Chase & Co(JPM)COM46625H100$406540.0%
Mcdonald's Corp(MCD)COM580135101$403370.0%
iShares ETFs(EMB)ETF464288281$433790.0%
State Street ETFETF78464A417$431,2170.0%
Microsoft Corp(MSFT)COM594918104$448750.0%
State Street ETF(XRT)ETF78464A714$451,0860.0%
Steel Dynamics Inc(STLD)COM858119100$471,9400.0%
Duke Energy Corp(DUK)COM26441C204$495780.0%
PreviousPage 2 of 5Next